Prerequisites
- An agent with a campaign. See Quickstart.
- A payment method on your agency wallet. Calls are paid minutes.
- For the API, a key with
agents:write.
Step 1: Run the pre-flight checklist
Before you go live, make sure the basics are in place. The platform checks most of these for you and won’t let a campaign go live if something’s missing.1
There's someone to call
There is a way in, so people can actually join the list. On a GoHighLevel
sub-account that means at least one entry tag in
activeTags. On one that
keeps its contacts here, new contacts join as they arrive and you can put
existing ones in yourself. An inbound campaign needs a connected phone number
instead, and a confirmation campaign a trigger calendar. See
Who gets called.2
There's a number to call from
A caller ID is in
fromNumbers. See The phone number.3
The extras your capabilities need
Appointment Booking needs a calendar in
config.calendarId. Live Transfer
needs a destination. A power-dialer campaign needs a cadence in
config.cadenceId. The platform tells you if one is missing. There is no separate
validation call, so read the campaign back with
Get campaign if you would rather
check first.4
Your hours are sane
Your calling window and timezone rule are set the way you want. See
Calling window.
Step 2: Test before you trust
Don’t let the first real call be the first call you’ve ever heard. Fire a test call to yourself first, and run one contact through the real campaign entry. Listen to it like a customer would:- Does the opening line sound like a person?
- Does the agent handle a “no” gracefully?
- Does it hit the goal without being pushy?
- Does the right follow-up happen after you hang up?
Step 3: Flip it on
Once it checks out, switch the campaign live. In the dashboard that is the Go live button at the top of Agent Builder. If something is still missing, it lists only what is missing; otherwise the campaign goes live at once, and the button becomes Go offline. In the API it is one field:firstLiveAt, with firstLiveAtSource saying whether that
was the switch (activation) or the first call (first_dial).
Step 4: Keep an eye on it
After you go live, watch the early calls. Read a few call summaries, check the outcomes, and see whether the right follow-up fired. The first day of real calls teaches you more than any amount of setup. Adjust, and let it run.- List calls with the
campaignIdshows the calls as they land, withcallSummaryanddispositionon each. - Get analytics summary turns them into a booking rate. See Metrics and how they are calculated.
Next steps
- Backfill existing leads to put the contacts already tagged through the campaign.
- Campaign workflows to do more than tag after each call.
